Latest Institutional Transactions on Visa Inc. (V)
This table provides information on the latest institutional transactions involving Visa Inc. (V) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Shorepath Capital Management LLC
Evanston, IL |
SELL
|
- |
-814- 3.21% |
$251K - $304K
|
24.6K
$8M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
249+ 15.46% |
$76.8K - $93K
|
1.86K
$606K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 0.16% |
$3.08K - $3.73K
|
6.09K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.17K- 14.06% |
$668K - $809K
|
13.2K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-2.87K- 10.0% |
$884K - $1.07M
|
25.8K
$8.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 0.97% |
$6.17K - $7.47K
|
2.03K
$662K
|
|
|
Aug 04, 2025
Q2 2025
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-23.2K- 63.85% |
$7.14M - $8.65M
|
13.1K
$4.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Cryder Capital Partners LLP
|
BUY
|
- |
46.4K+ 16.59% |
$14.3M - $17.3M
|
326K
$106M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.2KNew |
$4.08M - $4.94M
|
13.2K
$4.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
666New |
$205K - $249K
|
666
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-50- 0.67% |
$15.4K - $18.7K
|
7.43K
$2.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
1.8KNew |
$555K - $672K
|
1.8K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-29- 2.39% |
$8.94K - $10.8K
|
1.19K
$386K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
114New |
$35.1K - $42.6K
|
114
$37.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-323- 1.03% |
$99.6K - $121K
|
31.2K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 7.08% |
$30.8K - $37.3K
|
1.31K
$427K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
355+ 0.56% |
$109K - $133K
|
64K
$20.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.57K- 12.81% |
$484K - $586K
|
10.7K
$3.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-62- 1.79% |
$19.1K - $23.1K
|
3.39K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-150- 2.03% |
$46.2K - $56K
|
7.23K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.09K- 80.15% |
$336K - $407K
|
270
$88K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
985+ 49250.0% |
$304K - $368K
|
987
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
31+ 2.49% |
$9.56K - $11.6K
|
1.28K
$415K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.06KNew |
$634K - $768K
|
2.06K
$670K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
1.13KNew |
$350K - $423K
|
1.13K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
248+ 6.82% |
$76.5K - $92.6K
|
3.89K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
39+ 5.12% |
$12K - $14.6K
|
801
$261K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-23- 4.56% |
$7.09K - $8.59K
|
481
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
272+ 2.03% |
$83.8K - $102K
|
13.7K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
582+ 9.51% |
$179K - $217K
|
6.7K
$2.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13.7K+ 0.72% |
$4.23M - $5.12M
|
1.91M
$622M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$6.47K - $7.84K
|
21
$6.84K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
173New |
$53.3K - $64.6K
|
173
$56.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
SELL
|
- |
-19.1K- 92.25% |
$5.88M - $7.13M
|
1.6K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-12.8K- 51.52% |
$3.96M - $4.79M
|
12.1K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
205+ 10.24% |
$63.2K - $76.5K
|
2.21K
$719K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-58- 1.67% |
$17.9K - $21.7K
|
3.43K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-22.9K- 16.39% |
$7.06M - $8.55M
|
117K
$38.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
74+ 5.93% |
$22.8K - $27.6K
|
1.32K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
42+ 2.41% |
$12.9K - $15.7K
|
1.78K
$581K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.46% |
$18.8K - $22.8K
|
2.54K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
79+ 15.34% |
$24.4K - $29.5K
|
594
$193K
|
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-77- 7.04% |
$23.7K - $28.7K
|
1.02K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-198- 1.19% |
$61K - $73.9K
|
16.4K
$5.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
81New |
$25K - $30.2K
|
81
$26.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
598New |
$184K - $223K
|
598
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
364+ 38.0% |
$112K - $136K
|
1.32K
$431K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.04% |
$308 - $373
|
2.7K
$879K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.63% |
$12.9K - $15.7K
|
949
$309K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-119- 4.06% |
$36.7K - $44.4K
|
2.81K
$916K
|
|